Overview
Assets Under Management: $4.9 billion
Headquarters: CONSHOHOCKEN, PA
High-Net-Worth Clients: 1,038
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,038
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.65
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,599
Discretionary Accounts: 2,599
Regulatory Filings
CRD Number: 135822
Last Filing Date: 2025-02-25 00:00:00
Website: https://copelandcapital.com